Action queue

What the desk owes the client

Every exposure finding and recommendation the ledger holds, with the desk's own status, owner and notes on top. Risks stay on the register — they are something to watch, not something to send.

Family
Viewing as
Ledger snapshot · 2026-08-21
sphera-wealth-management-advisory
24 items
EXPOSED — Mateo Salvatierra if Beckham repealed 2027
Exposure finding
Familia Salvatierra-Rivascritical—Unassigned€1.2M
ALREADY EXPOSED — Lucas Duarte (no Beckham shield available)
Exposure finding
Família Duarte-Nogueirahigh—Unassigned€640k
Castro — Sofía's US Residency: CFC / Exit-Tax / PFIC Mitigation Plan
Recommendation
Familia Castro-Brennanhigh—Unassigned—
Larraín — Andrés + Carmen Multi-Generational Succession Plan
Recommendation
Familia Larraín-Mendozahigh—Unassigned—
Larraín — Greenfield Family Protocol v1 + Governance Stack
Recommendation
Familia Larraín-Mendozahigh—Unassigned—
Larraín — Julia's Sociedad-Conyugal Liquidation Post-Divorce
Recommendation
Familia Larraín-Mendozahigh—Unassigned—
Vargas — Protocol-vs-Articles Tension: Manufactura Norte Approval Threshold
Recommendation
Familia Vargas-Echeverríahigh—Unassigned—
Vargas — Manufactura Norte Cross-Agent Coordination Memo
Recommendation
Familia Vargas-Echeverríahigh—Unassigned—
Vargas — FO BVI Structure Spain TFI + Economic-Substance Compliance
Recommendation
Familia Vargas-Echeverríahigh—Unassigned—
Vargas — Manufactura Norte SA de CV Acquisition Structuring
Recommendation
Familia Vargas-Echeverríahigh—Unassigned—
Vargas — Rafael's Multi-Generational Succession Plan
Recommendation
Familia Vargas-Echeverríahigh—Unassigned—
Castro — Florida Real Estate FIRPTA + Brennan-Mitchell Trust Optimisation
Recommendation
Familia Castro-Brennanmedium—Unassigned—
Castro — Mateo's UY Residency and AR Forced-Heirship Coordination
Recommendation
Familia Castro-Brennanmedium—Unassigned—
Castro — PFIC Analysis on AR-Held Investment Portfolios (Sofía's Interests)
Recommendation
Familia Castro-Brennanmedium—Unassigned—
Larraín — Bodegas del Sur SpA Acquisition Structuring
Recommendation
Familia Larraín-Mendozamedium—Unassigned—
Larraín — Felipe's CH Residency: Forfait vs Ordinary Taxation
Recommendation
Familia Larraín-Mendozamedium—Unassigned—
Larraín — Logística Andina SAS Acquisition Structuring
Recommendation
Familia Larraín-Mendozamedium—Unassigned—
Vargas — Elena's Catalan Forced-Heirship and Separation-of-Property Coordination
Recommendation
Familia Vargas-Echeverríamedium—Unassigned—
Lucas Duarte — plan on standard IRPF; Beckham unavailable
Recommendation
Família Duarte-Nogueiramedium—Unassigned€640k
Monitor Beckham repeal risk and pre-position Mateo's structure
Recommendation
Familia Salvatierra-Rivasmedium—Unassigned€1.2M
NOT EXPOSED — Helena Duarte (UAE resident)
Exposure finding
Família Duarte-Nogueiralow—Unassigned€0
LOW EXPOSURE — Sofía Salvatierra (minor, no Beckham election)
Exposure finding
Familia Salvatierra-Rivaslow—Unassigned€0
Castro — TechVentures LLC Acquisition Structuring
Recommendation
Familia Castro-Brennanlow—Unassigned—
Vargas — Pablo's US Personal Real Estate + Future Disposition Planning
Recommendation
Familia Vargas-Echeverríalow—Unassigned—
Sphera — Global Wealth Intelligence